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Trend & cycle: The long view
Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
If anything you have read here spurs a question or investment idea, please contact me anytime. I'm happy to discuss any of these topics with you.